Direct Overlap
Applied EV
Autonomous electric vehicle platforms. Blanc Robot is a modular autonomous delivery/utility vehicle …
Coventry, UK·Series A
Early Traction· First 100 Blanc Robot units assembled (Suzuki bodies); $30.7M from Australia NRF (Jan 2026); Japan Post Capital investment (Dec 2025)
StartupAutonomous VehicleDeliveryIndustrial
Logistics & DeliveryGeneral Purpose
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Direct Overlap
AgileX Robotics
Chinese manufacturer of modular UGV platforms for research and commercial use. Wide range of wheeled…
Shenzhen, China·Series A
Deployed· 1,000+ enterprise customers including Alibaba, Huawei, Honda; 1,000+ applications deployed; $15.5M raised
Wheeled RobotIndustrial
General PurposeComponents & Kits
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Direct Overlap
Clearpath Robotics
UGV platforms for research, industrial, and defense. Acquired by Rockwell Automation. Husky, Jackal,…
Kitchener, Canada·Acquired by Rockwell ($1.4B)· 200+
Scaling· Acquired by Rockwell Automation for ~$550M; OTTO AMRs have 5M+ hours production experience
AcquiredEnterpriseWheeled RobotIndustrialMilitary / Defense
General PurposeDefense & SecuritySoftware & AI
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Partial Overlap
Levtek
Electric utility vehicles and custom EV platforms. Australian manufacturer of ruggedized electric wo…
Australia·Private
Pre-Revenue· Unfunded early-stage robotic vehicle developer; no public deployment data
StartupWheeled RobotAgricultural
General PurposeAgriculture
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Partial Overlap
Club Car
Electric utility and golf vehicles owned by Platinum Equity. Large fleet of low-speed vehicles in re…
Augusta, GA·Private (Platinum Equity)· 3,000+
Scaling· Major brand under Platinum Equity; dominant in golf and commercial utility vehicle market; Carryall and Onward lines
EnterpriseAutonomous VehicleConsumer
Consumer / ProsumerLogistics & DeliveryGeneral Purpose
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Partial Overlap
Greensi
Electric utility vehicles for commercial and industrial use. Australian manufacturer.
Melbourne, Australia·Private
StartupAutonomous VehicleDeliveryIndustrial
Logistics & DeliveryGeneral Purpose
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Partial Overlap
Unitree Robotics
Chinese robotics company making affordable quadruped and humanoid robots. Disrupting the legged robo…
Hangzhou, China·Series C ($150M+)· 500+
Scaling· 5,500+ G1 humanoids shipped in 2025 surpassing all US competitors combined; G1 from $16K
Well-FundedStartupQuadrupedHumanoidConsumerIndustrial
Consumer / ProsumerGeneral Purpose
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Adjacent Market
Boston Dynamics
Industry-leading robotics company known for Spot quadruped and Atlas humanoid. Owned by Hyundai. Set…
Waltham, MA·Hyundai subsidiary· 800+
Deployed· Spot at BP, Shell, Aker BP, Lockheed Martin; Stretch in logistics; Atlas shipping to Hyundai in 2026
EnterpriseAcquiredQuadrupedHumanoidIndustrialWarehouse
General PurposeConstruction & MiningPhysical Security
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Adjacent Market
Polaris
Major powersports and utility vehicle manufacturer. Makes ATVs, UTVs, and military vehicles (MRZR, D…
Medina, MN·Public (NYSE: PII)· 16,000+
Deployed· $83M USSOCOM MRZR blanket purchase agreement; MRZR Alpha production started Apr 2025; autonomy kits from ARA and Forterra
Public CompanyEnterpriseAutonomous VehicleMilitary / DefenseConsumer
Consumer / ProsumerDefense & SecurityGeneral Purpose
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Adjacent Market
REE Automotive
Modular electric vehicle platform with corner-integrated motors, steering, and braking.
Tel Aviv, Israel·Public (NASDAQ: REE)· 300+
Early Traction· $207K trailing 12-month revenue; paused production in 2025; pivoting to software/licensing model; $107M potential shuttle deal
Autonomous VehicleDelivery
Logistics & DeliveryGeneral Purpose
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Tangential
Electric Sheep
Autonomous commercial landscaping robots. AI-powered mowing and maintenance for commercial propertie…
San Francisco, CA·Series A ($27M)
Early Traction· Grew revenue 8x; acquired by Oso Electric Equipment in Oct 2025, now Oso Robotics
AcquiredStartupWheeled RobotLawn CareIndustrial
Consumer / ProsumerGeneral Purpose
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Tangential
Scythe Robotics
Autonomous commercial mowing robots for landscaping companies. Electric, full-size commercial mower …
Longmont, CO·Series B ($42M+)· 80+
Early Traction· 7,500+ pre-orders for M.52; $22.8M raised (May 2025); 100+ next-gen mowers deployed in 2024 season
Wheeled RobotLawn CareIndustrial
Consumer / ProsumerGeneral Purpose
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Tangential
Gaussian Robotics (Gausium)
Chinese autonomous cleaning robot manufacturer with 6,500+ customers across 70+ countries, producing…
Shanghai, China·$361M+ (Series D, unicorn)· ~700
Scaling· 6,500+ customers in 70+ countries; 90%+ market share in China commercial floor cleaning; 8,000+ units sold in single year; corporate profitability achieved
Wheeled RobotIndustrialCleaningWarehouseHospitality
General PurposeLogistics & Delivery
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Tangential
ICE Cobotics
Autonomous commercial floor scrubber company offering the Cobi 18 robot through an all-inclusive sub…
Hong Kong (offices in Zeeland, MI; Shanghai; Amsterdam)·Undisclosed (private)· 251-500
Deployed· Cobi 18 at Kum & Go (400+ locations), Phillips 66 (7,000+ branded locations); RaaS at $15-20/day
EnterpriseWheeled RobotIndustrialCleaningConsumer
General Purpose
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Tangential
SoftBank Robotics
Japanese robotics company building service robots for cleaning, hospitality, and retail. Known for P…
Tokyo, Japan·SoftBank subsidiary· 500+
Deployed· 35,000+ systems in 70+ countries; Whiz cleaning focus after Pepper discontinuation; partnered with Gausium
EnterpriseWheeled RobotCleaningHospitalityCompanion
Consumer / ProsumerGeneral Purpose
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Ecosystem
Figure AI
Humanoid robot startup building general-purpose robots for labor-intensive industries. Partnered wit…
Sunnyvale, CA·Series B ($675M+)· 400+
Early Traction· Revenue since Jan 2025; 11-month BMW deployment (90K+ parts); $39B valuation; Figure 03 announced
Well-FundedUnicornStartupHumanoidIndustrialWarehouse
Consumer / ProsumerGeneral Purpose
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Ecosystem
Tesla (Optimus)
Tesla's humanoid robot program. Leveraging Tesla's AI, manufacturing, and battery expertise for a ge…
Austin, TX·Public (NASDAQ: TSLA)· 140,000+
Pre-Revenue· Gen 3 production begun at Fremont; no robots doing "useful work" yet per Musk (Q4 2025 call); 10M/yr factory planned at Giga Texas
Public CompanyEnterpriseWell-FundedHumanoidIndustrialConsumer
Consumer / ProsumerGeneral Purpose
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Ecosystem
Agility Robotics
Creator of Digit, a bipedal humanoid robot designed for warehouse logistics. Building the first huma…
Corvallis, OR·Series B ($178M+)· 200-500
Deployed· ~100 Digit units sold; 100K+ totes moved at GXO; deals with Toyota, Mercado Libre, Schaeffler
Well-FundedStartupHumanoidWarehouseIndustrial
Logistics & DeliveryGeneral Purpose
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Ecosystem
Apptronik
Austin-based humanoid robotics company building Apollo, a general-purpose humanoid robot for manufac…
Austin, TX·Series A ($150M+)· 100-200
Early Traction· Nearly $1B raised; Mercedes-Benz and GXO pilots; $5B valuation; Jabil manufacturing partnership
Well-FundedUnicornStartupHumanoidIndustrialWarehouse
General PurposeLogistics & Delivery
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Ecosystem
Sanctuary AI
Canadian humanoid robotics company building Phoenix, a general-purpose humanoid with advanced dexter…
Vancouver, BC·Series C ($200M+)· 100-200
Early Traction· Phoenix Gen 8 released Jan 2025; strategic partnership with Magna International; demonstrated hundreds of tasks across 12+ industries
Well-FundedStartupHumanoidIndustrial
General Purpose
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